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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
826
Independent Advisor Alliance
North Carolina
– -$318K -12,343 Closed
DWM
827
Dakota Wealth Management
Florida
– -$301K -11,666 Closed
MLM
828
Mount Lucas Management
Pennsylvania
– -$294K -11,417 Closed
QSS
829
Quantitative Systematic Strategies
Florida
– -$250K -9,711 Closed
OI
830
Oakbrook Investments
Illinois
– -$242K -9,400 Closed
Verition Fund Management
831
Verition Fund Management
Connecticut
– -$240K -9,316 Closed
SFA
832
Sequoia Financial Advisors
Ohio
– -$233K -9,023 Closed
BCMO
833
Buckingham Capital Management (Ohio)
Ohio
– -$216K -8,393 Closed
AWM
834
Altium Wealth Management
New York
– -$207K -8,018 Closed
PIMJS
835
PKO Investment Management Joint-Stock
Poland
– -$196K -7,600 Closed
HAG
836
HighPoint Advisor Group
Illinois
– -$177K -6,570 Closed
PHK
837
Point72 Hong Kong
Hong Kong
– -$118K -4,590 Closed
HCM
838
Hilton Capital Management
New York
– -$71K -2,750 Closed
CLOS
839
Compagnie Lombard Odier SCmA
Switzerland
– -$56K -2,159 Closed
CIAS
840
Capital Investment Advisory Services
North Carolina
– -$46K -1,787 Closed
WCM
841
Whitener Capital Management
North Carolina
– -$38K -1,500 Closed
HS
842
Horan Securities
United States
– -$22K -868 Closed
NIC
843
Northwest Investment Counselors
Oregon
– -$18K -700 Closed
OIA
844
Optimum Investment Advisors
Illinois
– -$18K -683 Closed
GSWM
845
Golden State Wealth Management
California
– -$14K -545 Closed
GWAG
846
Garrett Wealth Advisory Group
Texas
– -$3.63K -141 Closed
AM
847
Atwater Malick
Pennsylvania
– -$3K -132 Closed
BWA
848
BDO Wealth Advisors
Florida
– -$2K -80 Closed
AF
849
Allworth Financial
California
– -$1.35K -51 -76%
LGWM
850
Litman Gregory Wealth Management
California
– -$1K -46 Closed